Duksan Neolux — I trust the momentum, but I kept the weight light

The only new name I picked up today is Duksan Neolux. The price action has real push behind it and the fundamentals look solid enough, so I put a foot in — but I kept it light, since the price isn't exactly cheap, there's no obvious catalyst on the horizon, and the overall mood is lukewarm at best. More than anything, this one looks like it'd buckle fast if things turn south, so I went in knowing it's fun to ride on the way up but likely first to wobble on the way down. LS Electric and Korea Zinc stayed exactly where they were — nothing about today gave me a reason to actually step in, so they stay on the watchlist, and I left my existing holdings untouched too. The macro backdrop is just drifting without a clear direction, so today felt like a day to take one careful step rather than push hard anywhere.